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X-Author for Contracts Advanced for Salesforce

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Adobe Sign ServicesAdvantage Platform AdministrationApprovals for Advantage PlatformApprovals for SalesforceBilling for Advantage PlatformBilling for SalesforceCLM for Advantage PlatformCLM for SalesforceContracts for SalesforceCollaborateComposer for Advantage PlatformComposer for SalesforceContractsConga for Google DocsConga Upgrade ProgramContract Intelligence (Standalone)CPQ for Advantage PlatformCPQ for SalesforceDeal MaximizerDigital Commerce for Advantage PlatformDigital Commerce for SalesforceDiscovery AI for Advantage PlatformDiscovery AI for SalesforceDocusign ServiceseSignature Integration with Advantage PlatformGridInvoice GenerationMix FormsOrchestrateOrder Management for Advantage PlatformOrder Management for SalesforcePartner Commerce for Advantage PlatformPartner Commerce for SalesforceQuote GenerationSign for Advantage PlatformSign for SalesforceSmart SearchTurboEnginesX-Author for Contracts 1.0 (Classic)X-Author for ContractsX-Author for Contracts Advanced for Advantage PlatformX-Author for Contracts Advanced for SalesforceX-Author for ExcelX-Author for Migration ManagerRelease NotesGeneral

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X-Author for Contracts Advanced for Salesforce

Working with Conga CLM

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Setting Segments in Templates

Note:

Set Segment feature allows you to set conditions and style for any text you highlight in your contract template. The condition for the segment's visibility can be set from the expression builder. The segment can consist of the highlighted text, a clause, a group of text across clauses, or text with fields. You can leverage this feature to create a template that can show or hide different segments of text in the generated contract based on the conditions set by you. The expression builder is fully integrated with the objects and fields in your Salesforce Org.

Note:

Segments are not supported in headers or footers in templates.

To make a Segment Conditional in a template

  1. Open Microsoft Word and log in to X-Author for Contracts Advanced.
  2. From the Contracts pane, click the Home icon () and select Templates.
  3. In the Templates pane, go to Work tab, click the Dropdown icon () and select Segments.
  4. Highlight a block of text in your template and click Conditional.
    This opens the Segment Condition dialog box that contains the expression builder.
  5. In the Segment Condition dialog box, you can create a conditional expression and also create a complex expression using logical operators between multiple rows of conditions. To create an expression you must enter the values of the following three fields:

    Field Name

    Description

    Field

    Select the field which you want to set as the criteria for the condition. The Field drop-down shows the Agreement object and its fields from your Salesforce org. You must select a field name. The fields are listed and grouped according to their hierarchy.

    Operator

    You must select the logical operator from the drop-down. This forms the relationship between the field and its value.

    Value

    Enter the value of the field name selected in the field. Null values are also supported.
  6. Click Add row to create additional expressions for the same column. You can create up to a maximum of nine filters for a single column.
  7. Enter Custom Logic to add a logical relation between multiple rows. The supported filter logic operators are AND and OR. You can use parentheses for setting the precedence. For example, if you have five rows you can create a filter logic, like (((1 AND 3) OR (2 AND 4)) AND 5). In the absence of custom logic, the default relationship between the rows is the Boolean operator AND.
  8. Click Test to check whether your filter logic expression is correct.
    If your logic is incorrect, you will see a message in red.
  9. Click Save to save your table filters and return to your document.

You see a success message and your segments are added as Segment Conditional to the segments list in the Segment pane. A Lighting icon () is displayed next to the newly added segment. Click the Lighting icon () to view the conditions added to the particular segment.

Selecting the segment name from the list highlights that segment in the template document.

To view or edit a segment condition

  1. Open Microsoft Word and log in to X-Author for Contracts Advanced.
  2. From the Contracts pane, click the Home icon () and select Templates.
  3. In the Templates pane, go to Work tab, click the Dropdown icon ()and select Segments.
  4. Select the Segment from the segments list and click the Settings icon () next to the segment name. This opens the Segment Settings page. where the Segment Type is set to Conditional for that segment. To edit the conditional, click the Edit button () next to Condition. At the time of agreement generation, if your conditional value evaluates to true, the associated segment is shown in the agreement document.

To create a nested segment

A nested segment is one where you can insert a segment inside an existing segment. To insert nested segment:

  1. Open Microsoft Word and log in to X-Author for Contracts Advanced.
  2. From the Contracts pane, click the Home button () and select Templates.
  3. In the Templates pane, go to Work tab, click the Dropdown button ()and select Segments. Open the segment that you need to add a nested segment to.
  4. Highlight a block of text inside the segment and click Conditional.

    This opens the Segment Condition dialog box that contains the expression builder. For more information on how to create condition, see Making Segment Conditional. Now you have created a nested segment.

To delete a conditional segment in a template

  1. Open Microsoft Word and log in to X-Author for Contracts Advanced.
  2. From the Contracts pane, click the Home icon () and select Templates.
  3. In the Templates pane, go to Work tab, click the Dropdown icon () and select Segments.
  4. Select the segment from the segment list.
    The selected segment is highlighted in the template.
  5. Click the Settings icon () next to the segment name to open the Segment Settings page.
  6. Click Delete Segment. You will see a confirmation message. Click Delete again.

Your segment is successfully deleted and the content control boundary of your segment is removed.

To set a style for a segment in a template

  1. Open Microsoft Word and log in to X-Author for Contracts Advanced.
  2. From the Contracts pane, click the Home icon () and select Templates.
  3. In the Templates pane, go to Work tab, click the Dropdown icon () and select Segments.
  4. Highlight a block of text in your template and click Style.
    This opens the Select Styles dialog box that lists custom styles.
  5. Select a custom style or select the Show template styles checkbox and select a style.
  6. Click Save.

The segment is added as Segment Regular to the segments list in the Segment pane.

Selecting the segment name from the list highlights that segment in the template document.

To view or edit a segment style

  1. Open Microsoft Word and log in to X-Author for Contracts Advanced.
  2. From the Contracts pane, click the Home icon () and select Templates.
  3. In the Templates pane, go to Work tab, click the Dropdown icon ()and select Segments.
  4. Select Segment Regular from the segments list in the Segments pane and click the Settings icon () next to the segment name.
    This opens the Segment Settings page where the Segment Type is set to Regular for that segment.
  5. To edit the style, click the Edit icon () next to Style.
  6. To add a segment condition, click Add Condition.
    This opens the Segment Condition window which has the expression builder. For more information, see To make a Segment Conditional in a template.
After adding a condition to the segment, a Lightning icon () is added. Segment Regular style segment changes to Segment Conditional after you add a condition. When you generate a document using a template with style segments, you can view the different styles applied in the generated document.

To delete a style for a segment in a template

  1. Open Microsoft Word and log in to X-Author for Contracts Advanced.
  2. From the Contracts pane, click the Home icon () and select Templates.
  3. In the Templates pane, go to Work tab, click the Dropdown icon ()and select Segments.
  4. Select the segment from the segment list.
    The selected segment is highlighted in the template.
  5. Click the Settings icon () next to Segment Regular to open the Segment Settings page.
  6. Click Delete Segment. You will see a confirmation message. Click Delete again.

Your segment is successfully deleted and the content control boundary of your segment is removed.

User Guide
X-Author for Contracts Advanced

March 7, 2025